How It Works

What You Need

Create Todoist tasks from new opportunities in Insightly

In business, new opportunities don't come to fruition without additional work. Luckily, you can automate part of the process. With this Zapier integration, whenever a new opportunity is created in Insightly, a new task is created in Todoist. Because if there's one thing that shouldn't be on your to-do list, it's creating creating that very list.

Insightly is a CRM and project management app that helps small to medium businesses manage contacts, track relationships, monitor sales pipeline, organize projects and more. It keeps all your critical business info on all your devices, so your company sells more and satisfies customers better.